Senior Private Wealth Banker & Advisor

Emploive; Seattle, Northern (WA, KY); Hybrid; USD 125,000 - 152,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking an Advance Practice Banker to develop, manage, and retain full-service relationships with affluent clients.

You will provide high-level financial guidance and top-tier service while ensuring compliance with banking regulations and credit policies. The role requires National Mortgage Licensing System (NMLS) registration and Series 6-63 or 7-63 licenses, plus a strong background in wealth management.

Qualifications

• Typically requires a Bachelor's degree and over six years of Wealth Management Private Banking experience.
• Licenses required: Series 6-63 or Series 7-63.

Responsibilities

• Develops, manages, and retains full-service relationships with Advanced Practice banking clients.
• Provides advice and high-level customer service to meet clients' financial needs.
• Supports compliance with banking regulations, policies, and credit quality requirements.

Skills

Six years wealth management experience

Series 6-63 or Series 7-63 licenses

Strong client relationship skills

Regulatory & compliance knowledge

Education

Bachelor's degree

Master’s degree preferred

AWMA designation

CFP designation

Job description

U.S. Bank is seeking an Advance Practice Banker to develop, manage, and retain full-service relationships with affluent clients.

You will provide high-level financial guidance and top-tier service while ensuring compliance with banking regulations and credit policies. The role requires National Mortgage Licensing System (NMLS) registration and Series 6-63 or 7-63 licenses, plus a strong background in wealth management.